CPA Referral Tips? We'll pay them. A lot.

Anyone use CPAs/accountants as a referral source? My company just launched a revenue share program where partners can make a very large percentage of sales made through referrals.

I used to work this same type of program when I sold for ADP in 2014, but these payouts are way higher. Curious what experience/tips you may have for cold outreach to these potential partners to get them interested. We already have a digital sales room created with an explainer video, brochure, product overview, etc.

🔎 Prospecting

👑 Sales Strategy

💌 Cold Emailing

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JustGonnaSendIt

Politicker

Burn Towns, Get Money

No direct experience getting to CPA's (other than finding one for personal use).
However, I would say the most effective way to reach these kind of people is to have some kind of local event. Most are with small firms so getting to them in a networking-style format is likely going to be most effective.
Rent out a room at a restaurant, sent out invitations to local folks in key geos who meet your needs. Set the expectation that it's a networking event for them, where you're buying dinner / drinks and delivering a brief a presentation on a partner program your company is offering for their industry.

punishedlad

Tycoon

Business Development Team Lead

This is great advice.

ChumpChange

Politicker

Channel Manager

The honey pot method. Don't chase them. Have them come to you!

CuriousFox

WR Officer

🦊

I don't have any expertise in this area.

GDO

Politicker

BDM

A friend of mine sells invoicing software and tried to convince accountants to give him leads. Wasm't really a success!

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thisisjustno

CPA Referral Tips? We'll pay them. A lot.

5 comments

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